Capital World Investors
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Capital World Investors’s Williams-Sonoma WSM Stock Holding History

Capital World Investors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33,636
Closed -$6.57M – 607
2025
Q3 		$6.57M Buy
33,636
+16,427
+95% +$3.14M ﹤0.01% 510
2025
Q2 		$2.81M Buy
17,209
+11,681
+211% +$1.83M ﹤0.01% 530
2025
Q1 		$874K Buy
5,528
+4,241
+330% +$820K ﹤0.01% 535
2024
Q4 		$238K Sell
1,287
-433
-25% -$68.7K ﹤0.01% 537
2024
Q3 		$266K Hold
1,720
– – ﹤0.01% 528
2024
Q2 		$243K Buy
+1,720
New +$256K ﹤0.01% 533

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital World Investors's WSM Position: Q4 2025 in Review

Capital World Investors sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 33,636 shares — an estimated $6.57M sold.

Capital World Investors first reported a position in WSM in Q2 2024 and held it in 6 quarters. The position peaked at $6.57M in Q3 2025. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Capital World Investors reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Capital World Investors sold 33,636 Williams-Sonoma shares in Q4 2025, an estimated $6.57M.
  • Capital World Investors first reported a position in Williams-Sonoma in Q2 2024 and held it in 6 quarters.
  • Capital World Investors's Williams-Sonoma position peaked at $6.57M in Q3 2025.
  • 947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Capital World Investors's 13F filing for Q4 2025, filed 11 Feb 2026.